Profile

Areas of Experience
  • Developing and Implementing Comprehensive Individual and Multi-Generational Estate Plans
  • Asset Protection and Wealth Transfer Planning
  • Preparation of Wills, Trusts, Foundations and Family Limited Partnerships
  • Probate, Trust and Estate Administration
  • Formation of For-Profit and Not-For Profit Entities
  • Purchase and Sale of Closely Held Businesses
  • Negotiation of Business Transactions
  • Tax Planning and Advice

 

Professional Credentials

  • J.D., University of Texas School of Law, 1991
  • B.B.A., Accounting, with honors, 1987
  • Fellow American College of Trust and Estate Council
  • AV Rated by Martindale Hubble
  • Included in The Best Lawyers in America® 2008 in the field of Trusts and Estates*
  • Certified Public Accountant
  • Licensed to Practice Law in Colorado and Texas

Professional Affiliations

  • Past Council Member, Trusts and Estates Section of the Colorado Bar Association
  • Member, Statutory Revisions Committee of the Trusts and Estate Section of the Colorado Bar Association (Co-Chair 2007-2008)
  • Reporter, Miami Heckerling Institute on Estate Planning, 2005
  • Member, Boulder County Bar Association Estate and Probate Section (Co-chair 2001-02)
  • Volunteer, Thursday Night Bar Program (now Metro Volunteer Lawyers), 1995-2003
  • Volunteer, Wills on Wheels, 2000
  • Planning Committee Member, Women and the Law Conference at the University of Denver, 1998
  • Volunteer, Pro bono estate planning clinic, and Call a Lawyer hotline, San Antonio Young Lawyers Association, 1994

Community Activities

  • Member and Past Treasurer, Board of Trustees, The Community Foundation Serving Boulder County
  • Board Member, Parenting Place of Boulder County 1996-2002
  • Secretary, Parenting Place of Boulder County, 2001
  • Treasurer, Parenting Place of Boulder County, 1999
  • Programs Chair, Colorado Women's Bar Association, 1998

 

*Copyright 2007 by Woodward/White, Inc., of Aiken, S.C.